Nippon India Growth Fund-Growth Plan-Growth Option
Category: Equity: Mid Cap
Launch Date: 05-10-1995
AUM:
₹ 33,155.97 Cr
Expense Ratio
1.58%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF204K01323
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Rupesh Patel, Sanjay Doshi, Kinjal Desai
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Nippon India Growth Fund-Growth Plan-Growth Option | 10.05 | 23.39 | 32.71 |
| NIFTY MIDCAP 150 TRI | 6.71 | 22.12 | 32.63 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
3836.0152
Last change
-30.24 (-0.7884%)
Fund Size (AUM)
₹ 33,155.97 Cr
Performance
22.28% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme aims at long term growth of capital through research based investment approach. The funds will be invested in Equity and equity related instruments ,and there will be an exposure to debt and money market instruments also.
Fund Manager
Rupesh Patel, Sanjay Doshi, Kinjal Desai
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BSE LIMITED EQ NEW FV RS. 2/- | 3.13 |
| CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED EQ NEW FV RE. 1/- | 2.82 |
| FORTIS HEALTHCARE LIMITED. EQ | 2.79 |
| Persistent Systems Ltd | 2.73 |
| VOLTAS LIMITED EQ NEW FV RE.1/- | 2.52 |
| POWER FINANCE CORPORATION LTD. EQ | 2.5 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.32 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 2.08 |
| Varun Beverages Ltd | 1.94 |
| BHARAT FORGE LIMITED EQ NEW FV RS. 2/- | 1.92 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.33 |
| Capital Goods | 12.18 |
| Healthcare | 11.97 |
| Automobile and Auto Components | 9.65 |
| Consumer Services | 9.52 |
| Consumer Durables | 5.65 |
| Power | 4.82 |
| Information Technology | 3.95 |
| Fast Moving Consumer Goods | 3.63 |
| Chemicals | 2.26 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Nippon India Growth Fund Gr Gr | 32.71 |
| Invesco India MidCap Gr | 28.99 |
| Edelweiss MidCap Reg Gr | 32.15 |
| Motilal Oswal Midcap Fund Reg Gr | 35.62 |
| Franklin India Prima Fund Gr | 27.11 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Sundaram MidCap Gr | 28.75 |
| Kotak Emerging Equity Sch Gr | 29.35 |
| Axis MidCap Reg Gr | 23.5 |
| HDFC Mid-Cap Opportunities Gr | 32.26 |